The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADDUS HOMECARE CORP COM 006739106 1,714,263 18,305 SH SOLE 18,305 0 0
ADOBE INC COM 00724f101 1,860,777 7,655 SH SOLE 7,655 0 0
AMERIPRISE FINL INC COM 03076c106 2,550,856 5,740 SH SOLE 5,740 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784y200 1,564,197 135,899 SH SOLE 135,899 0 0
APTARGROUP INC COM 038336103 1,327,873 10,537 SH SOLE 10,537 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247x102 1,102,842 6,692 SH SOLE 6,692 0 0
ASTRAZENECA PLC ORD g0593m107 2,531,121 12,834 SH SOLE 12,834 0 0
AXALTA COATING SYS LTD COM g0750c108 1,439,292 51,960 SH SOLE 51,960 0 0
BALL CORP COM 058498106 1,542,771 26,100 SH SOLE 26,100 0 0
BENTLEY SYS INC COM CL B 08265t208 1,762,848 50,195 SH SOLE 50,195 0 0
BIRKENSTOCK HOLDING PLC COM SHS m2029k104 2,081,759 58,101 SH SOLE 58,101 0 0
BLUE BIRD CORP COM 095306106 2,108,272 37,124 SH SOLE 37,124 0 0
BOOKING HOLDINGS INC COM 09857l108 2,724,077 647 SH SOLE 647 0 0
BRADY CORP CL A 104674106 1,772,901 21,823 SH SOLE 21,823 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,220,795 27,040 SH SOLE 27,040 0 0
CARGURUS INC COM CL A 141788109 2,021,310 59,363 SH SOLE 59,363 0 0
CHART INDS INC COM 16115q308 1,004,392 4,858 SH SOLE 4,858 0 0
CHURCHILL DOWNS INC COM 171484108 2,328,753 25,924 SH SOLE 25,924 0 0
CME GROUP INC COM 12572q105 453,362 1,535 SH SOLE 1,535 0 0
COOPER COS INC COM 216648501 1,501,929 21,006 SH SOLE 21,006 0 0
COPART INC COM 217204106 2,113,446 63,658 SH SOLE 63,658 0 0
CORPAY INC COM SHS 219948106 1,787,552 6,143 SH SOLE 6,143 0 0
DELL TECHNOLOGIES INC CL C 24703l202 3,529,123 21,502 SH SOLE 21,502 0 0
DEXCOM INC COM 252131107 2,237,941 35,636 SH SOLE 35,636 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,623,856 8,210 SH SOLE 8,210 0 0
DOLBY LABORATORIES INC COM CL A 25659t107 369,249 6,148 SH SOLE 6,148 0 0
DONALDSON INC COM 257651109 1,718,957 20,254 SH SOLE 20,254 0 0
DORMAN PRODS INC COM 258278100 2,672,868 25,612 SH SOLE 25,612 0 0
DRAFTKINGS INC NEW COM CL A 26142v105 1,324,139 61,246 SH SOLE 61,246 0 0
EAST WEST BANCORP INC COM 27579r104 2,205,128 20,655 SH SOLE 20,655 0 0
EASTGROUP PPTYS INC COM 277276101 1,092,586 5,903 SH SOLE 5,903 0 0
ENTERGY CORP NEW COM 29364g103 3,267,316 29,079 SH SOLE 29,079 0 0
EPAM SYS INC COM 29414b104 995,732 7,354 SH SOLE 7,354 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670e107 2,833,134 93,318 SH SOLE 93,318 0 0
ESSENTIAL UTILS INC COM 29670g102 2,846,445 70,684 SH SOLE 70,684 0 0
EURONET WORLDWIDE INC COM 298736109 1,065,305 16,051 SH SOLE 16,051 0 0
EXELON CORP COM 30161n101 1,255,647 25,615 SH SOLE 25,615 0 0
EXPEDIA GROUP INC COM NEW 30212p303 564,526 2,445 SH SOLE 2,445 0 0
EXTREME NETWORKS INC COM 30226d106 2,576,659 170,866 SH SOLE 170,866 0 0
FACTSET RESH SYS INC COM 303075105 1,954,212 9,006 SH SOLE 9,006 0 0
FIVE9 INC COM 338307101 1,025,871 67,625 SH SOLE 67,625 0 0
GAMING & LEISURE P COM 36467j108 1,542,701 34,769 SH SOLE 34,769 0 0
GEN DIGITAL INC COM 668771108 1,315,765 69,876 SH SOLE 69,876 0 0
GENPACT LIMITED SHS g3922b107 2,026,512 54,403 SH SOLE 54,403 0 0
GENTEX CORP COM 371901109 344,203 15,753 SH SOLE 15,753 0 0
GLOBE LIFE INC COM 37959e102 1,918,458 13,785 SH SOLE 13,785 0 0
GODADDY INC CL A 380237107 1,154,735 13,968 SH SOLE 13,968 0 0
HAEMONETICS CORP MASS COM 405024100 1,217,094 21,595 SH SOLE 21,595 0 0
HALOZYME THERAPEUTICS INC COM 40637h109 1,192,553 18,452 SH SOLE 18,452 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104 1,758,552 62,783 SH SOLE 62,783 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 2,252,797 16,659 SH SOLE 16,659 0 0
HOST HOTELS & RESORTS INC COM 44107p104 2,243,540 117,095 SH SOLE 117,095 0 0
IMAX CORP COM 45245e109 1,685,629 44,347 SH SOLE 44,347 0 0
INTERPARFUMS INC COM 458334109 360,181 3,965 SH SOLE 3,965 0 0
INTUIT COM 461202103 3,301,654 7,636 SH SOLE 7,636 0 0
KAROOOOO LTD ORD SHS y4600w108 1,781,531 35,745 SH SOLE 35,745 0 0
KEURIG DR PEPPER INC COM 49271v100 809,516 30,745 SH SOLE 30,745 0 0
KINDER MORGAN INC DEL COM 49456b101 1,726,158 51,481 SH SOLE 51,481 0 0
KINSALE CAP GROUP INC COM 49714p108 2,490,018 7,288 SH SOLE 7,288 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736r102 533,289 28,842 SH SOLE 28,842 0 0
MAPLEBEAR INC COM 565394103 2,347,880 62,677 SH SOLE 62,677 0 0
MCCORMICK & CO INC COM NON VTG 579780206 260,069 5,156 SH SOLE 5,156 0 0
MONDAY COM LTD SHS m7s64h106 1,212,881 17,550 SH SOLE 17,550 0 0
MORNINGSTAR INC COM 617700109 1,610,201 9,525 SH SOLE 9,525 0 0
NASDAQ INC COM 631103108 2,628,194 30,960 SH SOLE 30,960 0 0
NETAPP INC COM 64110d104 2,306,437 22,526 SH SOLE 22,526 0 0
NETEASE COM INC SPONSORED ADS 64110W102 1,761,040 15,732 SH SOLE 15,732 0 0
NEUROCRINE BIOSCIENCES INC COM 64125c109 1,343,880 10,201 SH SOLE 10,201 0 0
NICE LTD SPONSORED ADR 653656108 725,180 6,577 SH SOLE 6,577 0 0
NOVO-NORDISK A S ADR 670100205 1,686,127 45,881 SH SOLE 45,881 0 0
PAGSEGURO DIGITAL LTD COM CL A g68707101 2,641,573 263,630 SH SOLE 263,630 0 0
PATRIA INVESTMENTS LIMITED COM CL A g69451105 1,345,113 106,755 SH SOLE 106,755 0 0
PAYCHEX INC COM 704326107 2,196,141 23,840 SH SOLE 23,840 0 0
PAYCOM SOFTWARE INC COM 70432v102 1,243,354 10,230 SH SOLE 10,230 0 0
PINTEREST INC CL A 72352l106 1,428,759 77,904 SH SOLE 77,904 0 0
PRICE T ROWE GROUP INC COM 74144t108 392,379 4,353 SH SOLE 4,353 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 2,183,828 115,976 SH SOLE 115,976 0 0
PROGRESSIVE CORP COM 743315103 2,085,683 10,521 SH SOLE 10,521 0 0
PTC INC COM 69370c100 458,818 3,220 SH SOLE 3,220 0 0
QUALCOMM INC COM 747525103 2,685,321 20,852 SH SOLE 20,852 0 0
QUALYS INC COM 74758t303 1,681,625 19,142 SH SOLE 19,142 0 0
RAMBUS INC DEL COM 750917106 936,264 10,883 SH SOLE 10,883 0 0
ROYALTY PHARMA PLC SHS CLASS A g7709q104 1,698,858 35,415 SH SOLE 35,415 0 0
SHARKNINJA INC COM SHS g8068l108 1,572,615 14,850 SH SOLE 14,850 0 0
SHIFT4 PMTS INC CL A 82452j109 1,399,229 31,997 SH SOLE 31,997 0 0
SOUTHERN CO COM 842587107 2,691,943 27,890 SH SOLE 27,890 0 0
SPROUTS FMRS MKT INC COM 85208m102 2,069,244 26,828 SH SOLE 26,828 0 0
SYSCO CORP COM 871829107 374,269 5,247 SH SOLE 5,247 0 0
TWILIO INC CL A 90138f102 2,343,901 18,629 SH SOLE 18,629 0 0
UNITED THERAPEUTICS CORP DEL COM 91307c102 508,777 858 SH SOLE 858 0 0
UNITIL CORP COM 913259107 313,701 6,005 SH SOLE 6,005 0 0
URBAN OUTFITTERS INC COM 917047102 2,409,137 38,029 SH SOLE 38,029 0 0
V2X INC COM 92242t101 1,491,656 21,776 SH SOLE 21,776 0 0
VEEVA SYS INC CL A COM 922475108 1,964,054 11,181 SH SOLE 11,181 0 0
VERRA MOBILITY CORP CL A COM STK 92511u102 2,337,315 163,563 SH SOLE 163,563 0 0
VICTORY CAP HLDGS INC DEL COM CL A 92645b103 2,674,400 40,843 SH SOLE 40,843 0 0
VIKING HOLDINGS LTD ORD SHS g93a5a101 1,239,240 16,865 SH SOLE 16,865 0 0
VIPER ENERGY INC CL A 64361q101 1,673,784 35,620 SH SOLE 35,620 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763w103 1,450,704 92,284 SH SOLE 92,284 0 0
VITAL FARMS INC COM 92847w103 1,079,234 76,433 SH SOLE 76,433 0 0
WAYSTAR HLDG CORP COM 946784105 1,904,690 79,000 SH SOLE 79,000 0 0
WEX INC COM 96208t104 690,363 4,511 SH SOLE 4,511 0 0
WINTRUST FINL CORP COM 97650w108 1,464,150 10,538 SH SOLE 10,538 0 0
WORKDAY INC CL A 98138h101 1,787,309 13,757 SH SOLE 13,757 0 0
YELP INC CL A 985817105 1,933,431 78,150 SH SOLE 78,150 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980a105 3,755,238 149,195 SH SOLE 149,195 0 0